Bill Serres

Directeur Général chez BBJS Financial Advisors LLC

Profil

Mr. William F.
Serres is a Owner, President & Manager at BBJS Financial Advisors LLC.
He advises clients regarding their financial planning needs and how to structure their personal finances to meet their goals.
He works with financial planning and asset management clients who look to BBJS for their comprehensive planning needs.
He is licensed as both a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA).
As a CPA and part owner of Bancroft, Buckley, Johnston & Serres LLP, he has a strong background in taxation.
He is a member of the Financial Planning Association (FPA), American Institute of Certified Public Accountants, and Washington Society of Certified Public Accountants.
He started practicing in the field of financial services in 1997 and public accounting in 1994.
His CPA practice is predominantly made up of privately owned businesses in the timber and real estate industries, whose annual revenues range in size from $100 thousand to $100 million.
He received his undergraduate degree from the University of Washington.

Postes actifs de Bill Serres

Sociétés	Poste	Début
BBJS Financial Advisors LLC	Directeur Général	01/07/2001

Formation de Bill Serres

University of Washington

Undergraduate Degree